See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,063 | $61,156-60.7% | $185,823-87.1% | $79,386-69.7% |
| Participation rate | 33.9% | 66.6%-32.7pp | 81.7%-47.8pp | 70.7%-36.8pp |
| Annual return | 13.75% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $501 | $2,321-78.4% | $5,167-90.3% | $2,427-79.4% |
| Participant deferral / active EE | $597 | $2,789-78.6% | $5,568-89.3% | $4,046-85.2% |
| Admin fee / account holder | $99 | $710-86.1% | $16,237-99.4% | $626-84.2% |